Client Manager, Employee Benefits

The MJ Companies; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading insurance brokerage firm seeks an experienced professional to deliver consultation and service to Employee Benefits clients in Phoenix, AZ. You will manage client needs, provide customer support, and lead the marketing process for renewals. Ideal candidates should have over 5 years of client-facing experience, strong communication skills, and proficiency in Microsoft Office. A Bachelor's degree and Life & Health License are preferred. This role offers a chance to enhance client relationships and streamline benefits management.

Qualifications

• Preferred minimum of 5+ years of experience in customer service or marketing.
• In-depth knowledge of the insurance brokerage business.
• Excellent verbal and written communication skills.

Responsibilities

• Deliver expert consultation to Employee Benefits clientele.
• Provide day-to-day customer service to clients.
• Lead the renewal and marketing process.

Skills

Client-facing customer service

Analytical skills

Problem-solving

Communication skills

Organizational skills

Education

Bachelor's Degree

Life & Health License

Tools

Microsoft Office

Agency Management System

Document Management System

Job description

Summary

Deliver expert consultation and outstanding service to Employee Benefits clientele. Responsible for helping clients navigate their benefit needs with short- and long-term solutions through planning, evaluating, implementing and managing employee benefits.

Essential Functions

• Provide day‑to‑day customer service to clients, including helping to resolve issues related to billing, claims and eligibility.
• Lead the renewal and marketing process, including preparing and distributing RFP packets.
• Analyze and view proposals; provide recommendations to the Sales/Consulting team.
• Work with Consultant in the preparation of new and renewal service contracts.
• Verify receipt of final client contract from carrier/TPA/vendor; review final contract to ensure reflection of negotiated terms and accuracy of data.
• Coordinate plan design changes, contract changes and carrier changes.
• Review and maintain executed client contracts, plan documents, SPDs, Business Associate Agreements and amendments.
• Develop and maintain productive relationships with key personnel at TPAs, carriers and vendors; serve as primary internal contact for service needs.
• Work with Health Risk Management team in the analysis of claims data and development of additional value‑add reporting.
• Ensure information in Benefit Point is up‑to‑date and accurate.

Technical Functions

• Highly proficient in the use of Microsoft Office products (Excel, Word, Outlook, PowerPoint).
• Familiar with the use of an Agency Management System and Document Management System.

Required Experience

• Preferred minimum of 5+ years of experience with client‑facing customer service and/or marketing with an in‑depth knowledge of the insurance brokerage business; preferably with self‑funded benefit plans, medical stop loss and ancillary coverages.
• Demonstrated skills: problem‑solving, sense of urgency, detail-oriented, excellent organizational and time management, follow‑through and ability to work independently.
• Excellent verbal and written communication skills; professional presentation skills.

Required Education/Certification

• Bachelor’s Degree preferred.
• Life & Health License.